Coldstream Capital Management’s Ericsson ERIC Stock Holding History

Coldstream Capital Management’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Sell	19,720 -27,998	-59%	-$338K	﹤0.01%	1125
2026 Q1	$538K	Buy	47,718 +1,078	+2%	+$11.7K	0.01%	700
2025 Q4	$450K	Sell	46,640 -20,767	-31%	-$197K	0.01%	765
2025 Q3	$562K	Buy	67,407 +31,208	+86%	+$244K	0.01%	693
2025 Q2	$307K	Buy	36,199 +32,492	+877%	+$267K	0.01%	870
2025 Q1	$28.8K	Buy	+3,707	New	+$29.9K	﹤0.01%	1958

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Coldstream Capital Management's ERIC Position: Q2 2026 in Review

Coldstream Capital Management reduced its Ericsson (ERIC) stake by 59% in Q2 2026, selling an estimated $338K and leaving 19,720 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Coldstream Capital Management first reported a position in ERIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q3 2025. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Coldstream Capital Management held 19,720 shares of Ericsson worth $220K as of Q2 2026.
Coldstream Capital Management sold 27,998 Ericsson shares in Q2 2026, an estimated $338K.
Ericsson made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1125 holding.
Coldstream Capital Management first reported a position in Ericsson in Q1 2025 and has held it in 6 quarters since.
Coldstream Capital Management's Ericsson position peaked at $562K in Q3 2025.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.